The Integration Gateway accelerates digital transformations by easily integrating with over 700+ systems across enterprise applications and databases, including DocuSign, Jira, and SendGrid. This how-to guide provides you with an example for searching for and retrieving contact information from your Salesforce account using Unqork's Integration Gateway.
Create a connection: First, you must connect to your Salesforce account to make any API calls using Unqork. This also requires you to have a Salesforce account and authorization credentials.
Create a recipe: Recipes are workflow-like steps the integration follows to perform actions. Recipes have many advanced features. They can handle all app integrations and workflow automation scenarios, including conditional triggers, actions, and so on.
Define an endpoint for a recipe: To make an API call to Salesforce in your Unqork applications, you must establish an endpoint. You'll use this endpoint to make the call in a Plug-In component.
Configure a Plug-In component: Set up a Plug-In component to call your recipe's endpoint and retrieve Salesforce contact information.
In the Username and Password fields, enter your Salesforce credentials.
Click Log In.
Your connection is now established and active for use in your recipe. Next, you'll review how to create your recipe.
Configure Your Get Salesforce Contact Records Recipe
Recipes let you integrate your connections, set up triggers, and determine the actions and events you want to occur. For this how-to guide, you'll configure a recipe to retrieve specified contact information from Salesforce.
To create a recipe and designate a starting point:
Open the Unqork project.
Click Create ▾.
Configure a Starting Point
First, you need to configure the starting point, or trigger, for your recipe. With the recipe page now open, configure the following fields:
In the Name field, enter a name for your recipe.
From the Pick a Starting Point* section, select Build an API Endpoint.
WARNING You must create an API endpoint recipe or the integration will not be available in Unqork.
Click Start Building.
You can then navigate to the Recipe Builder to finish setting up your starting point. The last step of this process is to select a response status code.
In the Setup panel to the right of the Recipe Builder, scroll down to the final Responses* sub-panel.
Click Add Response.
In the Name field, enter the message that displays for a successful API response.
From the HTTP Status Code drop-down, select 200 - OK.
TIP You can create as many status codes and display messages as you wish. These status codes make it easier for users to identify when an issue occurs.
At the top of the panel, click Save.
Configure an Action
Next, configure an action that connects to your Salesforce account so you can retrieve a list of contact records, or submissions, based on specific fields.
To create an action:
Below your starting point, or trigger, click the button.
Select Action in an App. A panel displaying all your connected apps displays to the right of the page.
Search for and select the Salesforce tile.
Search for and select the Search Records tile.
Select the Salesforce Connection you made earlier.
From the Search for drop-down, select Contact. A list of fields (or inputs) populate, so you can hard-code values in your action.
From the Fields to Retrieve drop-down, select Contact ID, Last Name, and First Name.
TIP Leave the Limit set as 150. The limit is the maximum number of records returned.
At the top of the panel, click Save.
At the top right of the panel, click x Exit.
Click Start Recipe.
Your recipe is now running and ready for use in Unqork. The final step to complete in the Integration Gateway is to create an endpoint for your recipe.
Configure Your Endpoint
In order to use your recipe in a Plug-In component, you must create an endpoint in the Integration Gateway. Once created, it displays in the component's External Services drop-down.
To configure your endpoint:
At the top left of the Recipe Builder, click the API Platform tab.
From the API Collections panel, select the Unqork Gateway collection tile.